Financial Services Administrator

JR United Kingdom; Hounslow; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services business is seeking a Financial Services Administrator to join their team in South West London. The role includes providing administrative support to financial advisers, maintaining records, and preparing documentation. Ideal for candidates with experience in the financial services sector and a desire to work in a supportive team environment.

Qualifications

• Experience in the Financial Services industry required.
• Ability to work under pressure is essential.
• Excellent communication skills are necessary.

Responsibilities

• Providing efficient administration support for Financial Advisers.
• Maintaining client records within the database.
• Preparing client documentation and valuations.

Skills

Experience in the Financial Services industry

Excellent communication skills

Team player

Ability to work under pressure

Good planning and organizational skills

Honesty and integrity

Experience with Dynamic Planner

Job description

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Financial Services Administrator, South West London

Location: South West London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

About the Company

If you have experience in the Financial Services industry and are seeking a role that can help you progress your career, this could be the opportunity for you! As a leading financial services business, Quilter Financial Planning offers an excellent opportunity for an individual to work as a client support executive with our Strategic Partner firm, Redwood Financial, based in Horsham, West Sussex.

They are looking for an experienced Financial Services Administrator to join their team to assist with administration for pensions and investments and to support financial advisers.

This role is ideal for someone who enjoys working in a professional yet relaxed environment and is eager to grow within a supportive team.

The responsibilities include:

• Providing efficient administration support for Financial Advisers, including processing new business and servicing existing clients
• Maintaining client records within the database
• Preparing client documentation, review packs, illustrations, and valuations
• Processing new business documentation according to standards
• Handling fund switches, income, and withdrawals
• Liaising with providers and updating clients

Skills & Knowledge

• Experience in the Financial Services industry
• Ability to work under pressure
• Excellent communication skills
• Team player
• Good planning and organizational skills
• Honesty and integrity
• Experience with Dynamic Planner is a plus

The successful candidate will be offered: